Business description: Safran

Safran is a high technology international group, a leading equipment provider in the Aerospace and Defense markets. The group specializes in the design, manufacturing, and marketing of equipment and systems of high technology mechanical and electronic equipment. Net sales break down by product family as follows:

- aeronautic and space propulsion systems (50%): helicopter motors (No. 1 worldwide), civil and military airplanes motors, systems for space lancers and missiles, turboreactors for drone targets, etc.;

- aircraft equipment, defense systems and aerosystems (39.3%): airplane engine pods, landing gear, braking systems, electric wiring systems, etc. Safran also offers on board aircraft systems and equipment (primarily evacuation slides, emergency arresting systems, protective parachutes and oxygen systems, electrical power management systems, control systems, water and waste management systems and connectivity systems) and defense and security systems (helicopter flight controls, fingerprint-based biometric identification systems (No. 1 worldwide), inertial systems, optronic systems, tactical drone systems, etc.);

- aircraft interiors (10.7%): cabin interiors and seats.

Net sales are distributed geographically as follows: France (19%), Europe (23%), Americas (29%), Asia and Oceania (19%), Africa and Middle East (10%).

Number of employees: 1,03,710

Sales by Activity: Safran

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Aerospace Propulsion

743.9Cr 950.6Cr 1.19TCr 1.37TCr 1.57TCr

Aeronautical Equipment, Defense and Aerosystems

632.5Cr 753.5Cr 883.5Cr 1.06TCr 1.23TCr

Aircraft Interiors

147.5Cr 197.8Cr 247.7Cr 303.7Cr 334.9Cr

Holding Company and Other

1.8Cr 1.6Cr 1.1Cr 1Cr 1Cr

Unallocated Currency Hedges

-12Cr 49Cr 45Cr 40Cr -14Cr

Geographical breakdown of sales: Safran

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Europe (Excl. France)

314.1Cr 379Cr 556.8Cr 628.29Cr 720.57Cr

United States

- - - 694.7Cr 689.24Cr

Asia and Oceania

271.4Cr 240.2Cr 305.3Cr 437.07Cr 595.25Cr

France

331.1Cr 405Cr 449.3Cr 519.02Cr 595.25Cr

Africa and Middle East

100Cr 164.2Cr 200.7Cr 245.85Cr 313.29Cr

Americas (excl. United States)

- - - 206.76Cr 219.3Cr

Unallocated

-12Cr 49Cr 45Cr - -

Americas

509.2Cr 715.1Cr 807.8Cr - -

Executive Committee: Safran

Manager TitleAgeSince
Chief Executive Officer 64 01/01/2021
Director of Finance/CFO 56 01/01/2022
Chief Tech/Sci/R&D Officer 58 01/07/2021
Chief Tech/Sci/R&D Officer 61 21/01/2021
Investor Relations Contact 50 28/08/2023

Composition of the Board of Directors: Safran

Director TitleAgeSince
Director/Board Member 70 28/05/2013
Chairman 72 23/04/2015
Director/Board Member 70 28/05/2013
Director/Board Member 76 25/05/2018
Director/Board Member 56 23/05/2019
Director/Board Member 55 28/05/2020
Director/Board Member 65 01/05/2020
Director/Board Member 64 01/01/2021
Director/Board Member 63 26/05/2021
Director/Board Member 58 19/12/2022

Shareholders: Safran

NameEquities%Valuation
Government of France
11.72 %
4,90,50,846 11.72 % 19 691 M €
TCI Fund Management Ltd.
7.177 %
3,00,23,376 7.177 % 12 053 M €
BlackRock Fund Advisors
5.182 %
2,16,76,850 5.182 % 8 702 M €
Sagem SA Employee Stock Ownership Plan
5.05 %
2,11,25,324 5.05 % 8 481 M €
0.3419 %
14,30,406 0.3419 % 574 M €
NameEquities%Valuation
Aristotle Capital Management LLC
0.0973 %
16,28,229 0.0973 % 163 M €
L&S Advisors, Inc.
0.002406 %
40,268 0.002406 % 4 M €
RhumbLine Advisers LP
0.00182 %
30,461 0.00182 % 3 M €
Sit Investment Associates, Inc.
0.001462 %
24,465 0.001462 % 2 M €
Capital Research & Management Co.
0.001415 %
23,680 0.001415 % 2 M €

Holdings: Safran

NameEquities%Valuation
14,30,406 0.34% 574 M $

Company details: Safran

Safran SA

2, boulevard du Général Martial

75015, Paris

+33 1 40 60 80 80

http://www.safran-group.com
address Safran(SAF)

Group companies: Safran

NameCategory and Sector
Safran Aircraft Engine Hyderabad Pvt Ltd.
Safran Aircraft Engine Hyderabad Pvt Ltd.
Chemicals: Specialty
Chemicals: Specialty
Aerospace & Defense

Other Aircraft Parts Manufacturing

Change 5d. change 1-year change 3-years change Capi.($)
-0.85%+9.05%+56.26%+129.66% 15TCr
-0.55%+8.59%+97.26%+508.11% 10TCr
-1.50%+3.44%-8.34%+66.66% 6.92TCr
-1.38%+6.40%+14.04%+73.77% 3.5TCr
+0.44%+4.44%+124.96%+318.69% 2.67TCr
-0.88%+3.60%+20.74%+41.98% 2.08TCr
+3.88%+3.33%+50.03%+17.78% 1.93TCr
+0.46%+0.54%+17.47%-25.83% 914.88Cr
+0.82%+3.39%+7.44% - 895.84Cr
+0.85%+1.90%-8.67%-3.42% 522.61Cr
Average +0.13%+5.26%+37.12%+125.27% 4.5TCr
Weighted average by Cap. -0.57%+7.59%+51.96%+200.35%
Trader
Investor
Global
Quality
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
21
Last Close Price
313.30EUR
Average target price
357.16EUR
Spread / Average Target
+14.00%

Quarterly revenue - Rate of surprise